See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,191 | $71,883-80.3% | $86,677-83.6% | $68,494-79.3% |
| Participation rate | 65.0% | 72.2%-7.2pp | 76.6%-11.6pp | 67.9%-2.9pp |
| Annual return | -17.12% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $804 | $2,173-63.0% | $2,836-71.7% | $2,596-69.0% |
| Participant deferral / active EE | $2,473 | $3,779-34.5% | $4,656-46.9% | $4,027-38.6% |
| Admin fee / account holder | $80 | $6,112-98.7% | $7,493-98.9% | $5,403-98.5% |